Your Secret Weapon: Strategic Tax Planning for IRS Controversies

In this episode, we break down your ultimate financial shield: strategic tax planning. We move past the initial panic of IRS notices and dive into how forward-thinking tax structures can defuse controversies before they even start—and give you the upper hand if they do. Whether you're a business owner or a high-earning individual, it's time to step up your tax game and start taking control. Tune in to turn tax stress into your secret weapon. About Our Guest Charlotte Way, JD, LLM, CPA, serves as the firm’s Tax Counsel. Charlotte has extensive experience and success in helping clients manage tax issues and disputes, including IRS and state penalty and collection notices; penalty abatement requests; field and correspondence audit representation; post-audit issue resolution, including representation at appeals, requests for supervisor conferences, and fast-track settlements; Offer In Compromise – Doubt as to Liability; assistance with Taxpayer Advocate Services; research and risk assessment of tax positions before filing a tax return, and other tax compliance issues.About Our HostBrent Ullrich is a Partner with Mauldin & Jenkins, LLC, with over 15 years of experience in many areas of taxation and industries, most notably in healthcare, real estate, private equity, technology and professional services. He also serves as the Firm’s Tax Strategy and Research Leader, which offers technical guidance and identifies planning opportunities for the firm to support clients on complex issues across a range of technical tax areas.Learn more about our Tax Controversy services here: https://www.mjcpa.com/services/tax/tax-controversy-resolution/